Take Our Quiz
1) Have you prepared a will or a trust?
2) If you have done a will or trust, has it been reviewed in the last two years?

Even assuming that there have been no family or financial changes since your plan was last reviewed, there have been multiple and significant tax law changes since 2001.  An out-of-date estate plan is perhaps worse than no estate plan at all.  Our experience is that people view estate planning as an event rather than a process.  Keeping your plan current is vital to achieving the goals you set out to accomplish.

Where is Budapest?
Which of these is a prime number?

Without proactive planning, you are relying on the state legislature to determine how your assets pass, to whom they pass, and when they pass.  In addition to having potentially undesired results, this is perhaps the most costly and time consuming means of passing your assets to your loved ones.

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Probate attorney serving clients throughout Central Florida and statewide in areas such as Winter Park, Clermont, Oviedo, Winter Garden, Windermere, Bay Hill, Lake Nona, Maitland, Longwood, Lake Mary, DeLand, Melbourne, Deltona, Orange County, Seminole County, Osceola County, Lake County, Polk County, Brevard County, Volusia County, Pinellas County, Hillsborough County, Sumter County, Alachua County, Citrus County and Marion County.